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Assistant Vice President jobs at iCapital Network

- 32 jobs
  • Fund Attorney, Canada - Assistant Vice President / Vice President

    Icapital Network 3.8company rating

    Assistant vice president job at iCapital Network

    About the Role iCapital is looking to hire a highly motivated and experienced Assistant Vice President or Vice President Fund Attorney to support the Legal team in Toronto. This individual will work closely with our Senior Vice President of Legal for Canada, providing strategic legal guidance throughout the fund lifecycle. This position offers a unique opportunity to work at the intersection of global private funds across different investment strategies and in the private wealth space. This role will play a critical role in a fast-paced, international environment and contribute meaningfully to the continued growth of the firm. Responsibilities Negotiate various agreements with counterparties including fund managers and distribution agents. Draft, review and negotiate fund documentation including offering materials, partnership agreements, declarations of trust, and other private fund legal documentation. Assist with regulatory matters as required. Provide counsel on legal matters affecting private investment funds throughout each stage of their lifecycle. Manage outside legal counsel with respect to a variety of issues including regulatory, corporate and fund investment work. Contribute to the development, implementation and updating of internal legal policies and procedures and templates. Collaborate with cross-functional teams including Client Relationship Managers, Finance, Product and Investor Relations. Draft and review various contracts and other legal documentation. Perform ad hoc research projects as needed. Qualifications 4+ years of legal experience within the investment management space (alternative investments, including in Private Equity and Hedge Funds), advising Canadian investment fund managers, portfolio managers and exempt market dealers on fund formation, distribution and related matters In-depth knowledge of Canadian securities laws, including registrant and investment fund regulation, and other regulatory frameworks relevant to the investment management industry Able to learn new topics and adapt within the fast-paced, growing and constantly evolving structure of a high-growth company Member in good standing of the Ontario Bar Background from a top law firm is essential In-house experience at an asset management firm is a plus Strong interpersonal and leadership skills Organized and detail-oriented with a strategic mindset Benefits The base salary range for this role is $180,000 to $240,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
    $180k-240k yearly Auto-Apply 6d ago
  • Quant Developer - Assistant Vice President

    Icapital Network 3.8company rating

    Assistant vice president job at iCapital Network

    About the Role The Quant team's goal is to deliver industry-leading analytical insights that help financial advisors and investors managing their multi-asset portfolios and utilizing alternative assets, meet their long-term investment objects. The team consists of Quantitative Researchers and Quantitative Developers to research, define, and implement models that will guide clients in portfolio construction, asset allocation, and risk management. The team members have diverse backgrounds such as math, physics, economics, quantitative finance, computer science, and other science and engineering fields, and collaborate closely with business-side colleagues, platform architects, software developers, and product managers to deliver analytics through the software platform for the firm's clients. The Quant Developers have a core mission of developing robust and scalable quantitative models to deliver portfolio risk analytics capabilities as part of the firm's commercial technology platform for financial advisors and asset managers. The team members will implement statistical, machine learning, and quantitative financial models, applied to a combination of proprietary, public, and third-party data, to deliver analytics for multi-asset portfolios including alternative assets. Responsibilities Develop robust and scalable quantitative financial models and collaborate closely with quant researchers to produce proprietary risk analytics models as part of the firm's software platform. Test, validate, and document quantitative methodologies to ensure accuracy, robustness, and transparency. Develop centralized financial calculation engines powering the firm's commercial technology platform. Document and communicate quantitative methodologies and analytics to others including stakeholders and clients. Collaborate with other teams to ensure risk analytics are delivered through the software platform with excellent user experience. Collaborate regularly with other stakeholders and partners to solicit requirements, seek feedback and provide updates. Qualifications 6+ years of professional experience in quantitative financial modeling, data science, or software development Strong programming skills in Python for data analysis, modeling, and software development Strong problem-solving and communication skills, with the ability to explain technical concepts to non-technical audiences Able to work in a dynamic and fast-paced environment Knowledge of JAVA/Scala/C++ is a plus Distributed Systems experience is a plus Experience with cloud services is a plus Benefits The base salary range for this role is $130,000 to $170,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
    $130k-170k yearly Auto-Apply 6d ago
  • Investment Product Marketer - Assistant Vice President / Vice President

    Icapital Network 3.8company rating

    Assistant vice president job at iCapital Network

    About the Role iCapital is seeking a dynamic and experienced investment product marketer to join our Product and Audience team. This role will be responsible for developing and executing marketing strategies to drive awareness, engagement, and adoption of the comprehensive iCapital investment product offerings. This individual will have a strong background in financial services, marketing and writing, with a focus on alternative investments, or similar investment products. Responsibilities Conceptualize and draft insightful, informative, and engaging B2B long-form and short-form content initially supporting iCapital's Independent Advisor Solutions program including presentations, brochures, emails, social media, websites, events, thought leadership, and videos. Oversee the iDirect Fund Series investment marketing to ensure materials are developed and updated in a timely manner. Focus areas include product sales sheets, presentations, performance reports, website content support, webinar replays, email communications, and event support. Collaborate closely with the Independent Advisor Solutions team, including Portfolio Managers and Product Managers, to support strategic initiatives and cross-functional investment product development. Develop GTM strategies for new publicly registered funds and ongoing investment product support. Create collateral, white papers, presentation decks, guides, video and demo scripts, and marketing content for both internal and external distribution. Conduct research and interviews to gather relevant information and data for content creation. Iterate, edit, proofread, and update content based on client or internal feedback to ensure accuracy and clarity. Safeguard quality, brand tone of voice, and style across all channels and materials. Manage multiple projects and meet deadlines. Stay updated on industry trends and incorporate them into content creation. Collaborate with the broader Marketing team to integrate alternative products and asset class themes into nurture campaigns. Assist in developing integrated investment product marketing strategies and partner with the broader Marketing organization to assist with the execution of each individual component of the process. Qualifications Bachelor's degree in business, marketing, communications, or a related field 7-15 years of experience as an investment product marketer and content writer within the financial services industry, with a focus on alternative investment, private market funds, or similar products Broad understanding of how to effectively market to RIAs and Independent Broker Dealers Proven track record of creating high-quality B2B content Excellent writing, editing, and proofreading skills Strong research and analytical skills Able to work independently and collaboratively, manage multiple projects and prioritize effectively in a fast-paced team environment General knowledge and understanding of FINRA and SEC marketing and advertising guidelines FINRA Series 7 and 63 registrations are strongly preferred Benefits The base salary range for this role is $120,000 to $175,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
    $120k-175k yearly Auto-Apply 6d ago
  • Back End Scala Engineer - Assistant Vice President

    Icapital Network 3.8company rating

    Assistant vice president job at iCapital Network

    About the Role The Backend Engineer at iCapital will play an integral role in designing and implementing systems that power the iCapital platform. We are looking for engineers who can build APIs and applications that are highly performant and intuitive. More than checking the boxes on specific technologies, we are looking for driven team members with technical depth and a desire to deliver end products for our clients. You will work closely with our Investments Product Management team throughout the software development process. Our platform sits on top of a micro-services architecture with services built in Scala, Ruby, Node.js and Python. If you are not already familiar with the technologies used at iCapital, you will have the opportunity to pick up these new tools and technologies while on the job-with support from management and mentors. Responsibilities Building cloud native services using Scala using open-source frameworks Akka, ZIO etc. Unit and integration test development using Scala Test Active participation in stand-up meetings Active participation in Peer Code Reviews as part of our standard SDLC and Change Management Process Support clients through system integrations and production issues Qualifications Degree in Software Engineering 5+ years of web-based application development Experience in Scala, Node.js or Java a plus Demonstrated understanding of relational or NoSQL database concepts and modeling practices Passion for actively learning new technologies Ability to work independently or as part of a group effort, as required Solid problem-solving abilities Excellent communication skills Collaborative approach to software development Benefits The base salary range for this role is $130,000 to $170,000 depending on level. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
    $130k-170k yearly Auto-Apply 6d ago
  • Software Developer in Test - Assistant Vice President

    Icapital Network 3.8company rating

    Assistant vice president job at iCapital Network

    About the Role iCapital is looking for a Software Developer in Test to work on the iCapital platform. In this role, you'll bring practical knowledge of agile development methodologies and engineering best practices. As a Software Developer in Test (SDET), you'll work closely with the Development and Testing team. The ideal candidate would be a combination of a hands on developer who has some managerial experience, and who can understand existing automation test frameworks and has an ability to enhance and implement the same and should also be able to work with other engineers and product managers to support feature-based testing. Responsibilities Build and implementation of robust automated test suites. Integration of automated test suites with the current build and deployment processes. Maintenance of automated tests to accommodate changes in system design and architecture. Integration of Automation framework with existing tools (JIRA). Create/Manage/Utilize Defect workflows with automated test execution. Design and publish meaningful metric to support automation test creation and execution. Build and implementation of performance test suites. Perform all types of testing - Functional. API, Automation, Performance and Load Qualifications 8+ years of experience with QA engineering delivery experience 4+ years of delivery within Agile SDLC/teams ideally with CICD Experience managing a team Programming experience in Java with focus on behavior driven development (BDD) and test-driven development (TDD) and design patterns, ideally within continuous integration (CICD) Experience with Java microservices and REST APIs and exposure to React front end Agile development approach Technologies: Java, JavaScript, IntelliJ/Eclipse CICD: Maven, Sonar, Git, Teamcity/Jenkins, Docker Exposure to banking and/or finance environments preferred Testing: Junit, WebdriverIO, Protractor, JMeter or similar The base salary range for this role is $130,000 to $150,000 depending on level. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. Every department has different needs, and some positions will be designated in-office jobs, based on their function. For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
    $130k-150k yearly Auto-Apply 6d ago
  • Enterprise Project Management - Assistant Vice President

    Icapital Network 3.8company rating

    Assistant vice president job at iCapital Network

    About the Role The Enterprise Project Manager will oversee complex, cross-functional initiatives that drive operational efficiency and business transformation across the firm. The ideal candidate is a proactive communicator who is comfortable engaging with senior leaders and cross-departmental teams, is highly organized and thrives in a fast-paced, dynamic environment. This individual will manage multiple enterprise-level projects from planning through execution, ensuring alignment with strategic goals, regulatory requirements, and stakeholder expectations. Success in this role requires exceptional attention to detail, strong time management, and the ability to translate complex technical or business processes into clear, actionable plans. Responsibilities Lead end-to-end project execution: define scope, develop detailed plans, and drive cross-functional execution to ensure projects are delivered at the expected quality level. Facilitate stakeholder alignment and communication: coordinate decisions across business, technology, and control partners; prepare and deliver structured updates to executives, sponsors, and working groups to ensure transparency and accountability. Develop and maintain comprehensive project documentation: create and manage project charters, status reports, RAID logs, and leadership summaries that reflect current progress, risks, and dependencies. Ensure governance, compliance, and audit readiness: maintain adherence to internal risk frameworks, regulatory requirements, and project management standards while ensuring documentation is audit-ready at all stages. Leverage project management tools: manage schedules, workflows, and reporting dashboards in tools such as monday.com, Jira, Confluence, and MS 365 to support accurate tracking and visibility. Qualifications Attributes: Highly professional and persuasive communicator who unites diverse stakeholders, drives alignment, and builds momentum to ensure projects move forward and deliver results. Skill: Exceptional organizational, time management, and written and verbal communication skills; needs to be comfortable engaging with senior leaders. Knowledge: Proven track record of managing multiple concurrent projects with strict deadlines, changing priorities, and cross-team dependencies. Experience: 6-8 years of experience managing complex, cross-functional enterprise projects in a financial service, fintech, or technology-driven environment. Education: Bachelor's degree required. Master's degree a plus. Certifications: Project Management Professional (PMP) preferred, Scrum Master Certified (SMC) preferred. Benefits The base salary range for this role is $120,000 to $145,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
    $120k-145k yearly Auto-Apply 6d ago
  • Investment Product Marketer, Annuities and Structured Investments - Assistant Vice President

    Icapital Network 3.8company rating

    Assistant vice president job at iCapital Network

    About the Role iCapital is seeking an Assistant Vice President Marketing Manager to join the Product Marketing team within the Marketing and Communications department. This role supports the Structured Investments and Annuities businesses, collaborating closely with Product, Sales, and cross-functional teams to deliver compelling go-to-market strategies and client engagement programs. Responsibilities Develop and execute integrated go-to-market strategies for iCapital's Structured Investments and Annuities Platform, Alternatives Distribution and Structured Investments (SI Distribution, m+ funds, and Outcome Driven Strategies). Partner with Product and Sales teams to define positioning, messaging, and value propositions for platform enhancements, new fund and product launches. Create and manage the utilization of high-impact marketing and sales enablement tools including presentations, fund fact sheets, brochures, case studies, platform and product demos to articulate benefits and drive advisor adoption. Develop educational content and thought leadership pieces to simplify complex investment concepts for advisors and end clients. Lead multi-channel marketing campaigns across email, digital, social, webinars, and events, leveraging data-driven insights to optimize engagement and conversion. Act as a strategic partner to Product, Sales, and Client Relationship teams, ensuring marketing initiatives support core KPIs. Seek opportunities across all elements of iCapital Structured Investments and Annuities Platform and Alternatives Distribution businesses including acquisition, retention, platform features and functionality, and product launches to help meet and exceed company goals. Qualifications Bachelor's degree in marketing, business, finance, or a related field 7+ years of related experience preferably within the fintech, wealth management, alternative investments (including annuities and structured investments), or ETFs Strong analytical skills with the ability to interpret data and translate insights into actionable strategies and data-driven decision-making Exceptional communication and storytelling skills with the ability to simplify complex concepts Proven track record of building and managing integrated marketing plans and campaigns across multiple marketing disciplines Demonstrated success in managing ambiguity and driving results in fast-paced environments Collaborative mindset with strong project management skills Experience marketing structured investments, annuities, or alternative investments Familiar with advisor distribution channels Able to blend strategic thinking with hands-on execution, delivering a measurable impact Benefits The base salary range for this role is $120,000 to $140,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
    $120k-140k yearly Auto-Apply 6d ago
  • Corporate Finance, Strategic Finance - Associate / Assistant Vice President

    Icapital Network 3.8company rating

    Assistant vice president job at iCapital Network

    About the Role iCapital is looking to hire a Strategic Finance professional to join the Corporate Finance team. This role will involve large scale responsibilities across financial and managerial reporting, budgeting, forecasting, analysis of key financial and performance indicators, monthly and quarterly management reporting duties, including support during the financial close, financial modelling, and partnership with key business and department Leads to enhance decision making. This individual will report into the iCapital Solutions Business Controller, Senior Vice President. Responsibilities Support the budgeting and forecasting of the company's key financial performance indicators, with emphasis on revenue, expenses, sales activity, and select GAAP and Non-GAAP metrics, liaising with FP&A team members, sales and business leads, while providing analysis of budget vs. actuals and real-time forecasting of revenue and expenses. Assist in the preparation of the company's annual budget process across key financial performance indicators, with emphasis on revenue, expenses, sales-based inputs and activity, and client level detail. Develop key financial and performance metrics with detailed analytics for the Management Committee and business leads. Liaise with FP&A team members to develop business specific key performance metrics, client analytics, budgets, and forecasts. Identify and assess key opportunities to enhance the current reporting structure and develop new approaches to evaluate business performance. Partner with FP&A team members and sales to develop monthly analyses and insights into variances between budget vs. actual results. Perform sales analytics to support the business development and growth of the company's iCapital Solutions department. Support the preparation of monthly management and quarterly board reporting packages, including consolidation of financial statements, budget vs. actual results and revised forecasts, variance analysis and compilation of the company KPI reports. Identify and remediate process gaps and implement effective internal controls; improve documentation of internal control processes. Assist in completing ad hoc projects as needed such as implementation of new software, platform reporting automation, and financial planning and analysis tools. Qualifications 2-6+ years of FP&A, strategic finance, corporate finance, or accounting experience within the financial services industry and/or FP&A or strategic finance experience with a top-tier firm Familiar with private market investments such as private equity, hedge funds, and/or structured investments are preferred Experience in planning and ERP tools (i.e., WorkDay Adaptive, Tableau, Essbase, etc.) and familiar with Oracle NetSuite and/or General Ledger systems (i.e., PeopleSoft, Axiom) is preferred Able to work with business/sales and department leads on business performance including budgeting, forecasting and advanced analytics Advanced degree and/or credentials desired, such as MBA, CPA, CFA Advanced skills in Excel and PowerPoint Strong organizational planning, quantitative modeling, and problem-solving skills; strategic and creative thinking Able to manage large sets of data and be able to implement checks and balances Excellent verbal and written communication skills Detailed oriented with big picture capability Benefits The base salary range for this role is $95,000 to $140,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
    $95k-140k yearly Auto-Apply 6d ago
  • Senior IAM Engineer - Assistant Vice President

    Icapital Network 3.8company rating

    Assistant vice president job at iCapital Network

    About the Role iCapital is looking to hire an IAM Senior Engineer to join the Corporate Technology team. This role is responsible for managing and maintaining identity governance platforms, creating and granting access to new users and non-human accounts, creating and maintaining birthright entitlements for departments and roles, leading recertification initiatives, deploying single sign-on applications, troubleshooting access and permission related requests, and maintaining an efficient user lifecycle management program. Additionally, this individual requires IAM-related governance of cloud environments and third-party applications which includes reviewing stale access, reducing over-privileged access. This is a highly technical and visible role which will have a large impact across a fast-growing firm. The ideal candidate must have a professional, calm attitude and the willingness to help others. This individual can drive IAM governance across our firm and provide input for best practices or ways to streamline various governance controls and policy. This will provide a highly rewarding path to deepening technical and communication skills. Responsibilities Drive our IAM governance program as a highly technical individual by managing and maintaining our primary software, Saviynt and Okta. Leverage Python, SQL language, and API calls to facilitate automations within Saviynt and other identity tools. Manage and maintain birthright entitlements, access requests, and access certifications across all company departments. Manage and maintain onboarding and offboarding employee workflows and automations within Saviynt. Deploy SSO applications using Terraform within Okta and manage other IdP features and policies. Qualifications Bachelor's degree in computer science, information technology, or equivalent work experience within the information technology field 6+ years of experience within identity and access management-related positions 4-6 years of experience with identity management and governance tools like Saviynt, SailPoint, Ping in addition to identity provider tools like Microsoft Entra ID and Okta Experience with Python, SQL, and API calls and automations is required Experience managing and maintaining birthright entitlements, privileged identity management (PIM), role-based access for provisioning and entitlements Experience with SAML and Oauth single sign-on applications within Okta, as well as auto-provisioning and SCI Certifications related to cloud platforms or identity and access management are preferred Experience working in a regulated and secure environment with required due diligence is preferred Able to deliver clear and concise written documentation for internal use across the firm Strong ability to speak confidently on topics related to the role's responsibilities Benefits The base salary range for this role is $115,000 to $140,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
    $115k-140k yearly Auto-Apply 6d ago
  • Junior Portfolio Manager, iDPE - Assistant Vice President / Vice President

    Icapital Network 3.8company rating

    Assistant vice president job at iCapital Network

    About the Role iCapital's rapidly growing iDirect platform of registered evergreen funds is seeking a private equity focused Assistant Vice President or Vice President responsible for evaluating new direct co-investment opportunities, monitoring and analyzing the existing portfolio, communicating with internal sales resources and external investors, and conducting ad hoc business development projects. Responsibilities Perform due diligence on private companies and their industries alongside senior team members. Prepare investment memoranda. Oversee portfolio monitoring, portfolio analysis, and liquidity planning. Liaise internally with the Sales, Accounting, Product Management, Compliance, and Marketing teams. Support external communications regarding the Fund, including engagement with prospective and existing investors. Track market trends, competitor activity, and industry developments. Create business development presentations as required. Qualifications 4+ years of relevant experience in financial services (e.g., private equity, investment banking, capital markets, transaction advisory services, investment consulting, portfolio analytics, etc.) Excellent written and verbal communication skills High accuracy and attention to detail Able to problem-solve and make logical business recommendations in a fast-paced environment Professional demeanor with an entrepreneurial attitude and a strong sense of ownership Benefits The base salary range for this role is $140,000 to $220,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
    $140k-220k yearly Auto-Apply 6d ago
  • Private Markets, Due Diligence Manager - Senior Vice President

    Icapital Network 3.8company rating

    Assistant vice president job at iCapital Network

    About the Role iCapital is looking to hire a Senior Vice President professional to join its growing Research and Due Diligence team. This role will help lead private markets managers due diligence business, including overseeing due diligence processes, developing educational content, presenting to existing and prospective clients, and managing a team of investment analysts. This individual should have strong knowledge of industry trends in private equity, private credit, and/or real estate and real assets. Responsibilities Help lead the day-to-day management of the private markets research division, including market research, pipeline management, and liaising with internal stakeholders in sales, legal and compliance, corporate finance, etc. Lead investment and operational due diligence on private capital managers identified for inclusion on the company's platform. Prepare clear and comprehensive due diligence reports on managers, including qualitative and quantitative factors. Help manage the investment committee schedule and coordinate materials for monthly meetings. Participate in monthly and quarterly monitoring meetings of existing fund investments and coordinate follow-up steps on funds that are not meeting desired metrics. Lead pipeline management across private markets asset class, including coordinating fund manager sourcing, developing and meeting launch timelines, and development of collateral as necessary. Keep abreast of investment opportunities and be able to successfully communicate information to the Investment team. Maintain a pipeline of investment ideas that are in the market or coming to market over a 12-month period and lead the effort in creating market maps for each major strategy. Present investment merits of current products in the market as well as current trends in the private capital investing to clients. Qualifications 15+ years of total experience in financial services; 10+ years of experience conducting due diligence on private capital managers, preferably for a top-tier investment consultant or fund of funds Fund manager evaluation as the candidate's primary responsibility at prior firm(s) Demonstrated qualitative and quantitative analytical skills Strong written communication skills and able to present in front of senior professionals in the industry Able to work independently Benefits The base salary range for this role is $220,000 to $260,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
    $220k-260k yearly Auto-Apply 6d ago
  • Head of CIT Product Development - Vice President / Senior Vice President

    Icapital Network 3.8company rating

    Assistant vice president job at iCapital Network

    About the Role iCapital is building a bold new path for retirement portfolios and is seeking a strategic leader to help drive the expansion into the Collective Investment Trust (CIT) space, particularly focused on alternative asset classes. The team is not here to tweak the edges of retirement investing, it is here to reinvent it. iCapital's entrepreneurial team is building a bold new path for retirement portfolios, where innovation drives progress and legacy approaches are reimagined. This role sits at the intersection of product innovation, client engagement, and operational execution. The ideal candidate will be a key player in shaping how alternative managers bring private market strategies to defined contribution plans, helping to unlock new opportunities for retirement investors. As part of a fast-moving, entrepreneurial team, this individual will collaborate across functions and with external stakeholders to design, launch, and scale CIT solutions that challenge legacy approaches and deliver meaningful impact. Responsibilities Serve as a senior relationship lead and subject matter expert for alternative investment managers entering the CIT and retirement space. Lead product development and implementation efforts for private market and alternative CITs, coordinating across Legal, Compliance, Operations, and Technology teams. Drive strategic conversations with clients and partners to design innovative CIT structures aligned with regulatory requirements and market needs. Oversee complex onboarding and launch processes, ensuring seamless execution and long-term servicing success. Represent iCapital in industry forums, regulatory discussions, and client engagements as a thought leader in alternatives in retirement. Identify and implement scalable solutions to improve efficiency, accuracy, and client experience across the CIT lifecycle. Collaborate with internal teams to develop educational and marketing materials that support product adoption and client understanding. Contribute to the broader growth strategy of iCapital's Alternatives in Retirement Portfolios business. Qualifications 10+ years of experience in financial services, with deep exposure to investments, trust administration, or retirement products Strong understanding of alternative investment structures and their integration into pooled vehicles like CITs Proven ability to lead cross-functional initiatives and manage complex client relationships Familiar with regulatory frameworks governing CITs (DOL, IRS, OCC) and retirement plan structures Experience with fund administration platforms (e.g., Geneva, Investier, Investran, InvestOne) is a plus Excellent communication, project management, and strategic thinking skills Entrepreneurial mindset with a passion for building new businesses and challenging industry norms Bachelor's degree in business, finance, or related field; advanced degree or industry certifications (e.g., CAIA, CFA) is preferred Benefits The base salary range for this role is $160,000 to $245,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
    $160k-245k yearly Auto-Apply 6d ago
  • Business Controls - Senior Vice President

    Icapital Network 3.8company rating

    Assistant vice president job at iCapital Network

    About the Role iCapital is looking to hire a Business Controls Senior Vice President. The ideal candidate will lead the design, implementation, and oversight of iCapital's enterprise-wide business control framework, with a primary focus on the Operations and Investment Product Management (OIPM) organization. This role ensures operational integrity, regulatory compliance, and risk mitigation across OIPM processes. This individual will partner with senior leadership to embed robust controls into workflows, drive governance initiatives, and foster a culture of accountability and continuous improvement. Responsibilities Serve as the primary liaison between the COO, control functions, and regulatory bodies for all OIPM matters. Assess existing OIPM control procedures and recommend enhancements to strengthen risk management. Develop and maintain a comprehensive business control framework, including policies, procedures, and standards. Lead governance committees and oversee operational risk and control effectiveness across OIPM. Deliver periodic control reports and risk insights to executive leadership and the Board. Identify emerging risks proactively and implement preventive measures to mitigate impact. Oversee remediation plans for control deficiencies and ensure timely resolution. Drive automation of control monitoring and reporting through advanced tools and analytics. Partner with Technology and business teams to embed controls into system architecture and workflows. Lead standardization, change management, and training initiatives to ensure consistent processes and adoption across OIPM. Control Framework Development & Oversight Design and maintain a comprehensive business control framework tailored to OIPM operations. Establish policies and procedure standards for operational risk management and internal controls within OIPM. Governance & Reporting Lead governance committees focused on operational risk and control effectiveness for OIPM. Develop and deliver periodic control reports to executive leadership and the Board. Risk Identification & Mitigation Proactively identify emerging risks within OIPM and implement preventive measures. Oversee remediation plans for control deficiencies and ensure timely resolution. Cross-Functional Leadership Partner with Investor Relations, Operations, Compliance, and Technology to ensure controls are integrated into OIPM workflows. Act as a key liaison with internal audit and regulatory bodies during reviews and examinations. Technology & Automation Drive automation of control monitoring and reporting for OIPM through advanced tools and analytics. Collaborate with technology teams to embed controls into OIPM system architecture. Change Management & Standardization Lead initiatives to standardize processes and controls across OIPM. Develop and execute change management strategies to ensure adoption and sustainability of new processes. Culture & Training Champion a strong risk and control culture across OIPM. Develop and deliver training programs for OIPM teams on control responsibilities. Qualifications 15+ years of experience in financial services, with a focus on operational risk, business controls, or internal audit Deep understanding of operations within alternative investments, banking or asset and wealth management Proven track record of building and leading enterprise control frameworks Strong knowledge of regulatory requirements (SEC, FINRA, AML/KYC, etc.) Exceptional leadership, communication, and stakeholder management skills Experience managing resources and leading teams in a highly complex and unstructured environment Experience with governance committees and board-level reporting Familiar with technology-driven control solutions and data analytics Able to make a positive impact with senior stakeholders and drive cultural change Strategic thinker with hands-on execution capability Preferred Skills Familiarity with technology-driven control solutions and data analytics. Ability to influence senior stakeholders and drive cultural change. Strategic thinker with hands-on execution capability. Benefits The base salary range for this role is $190,000 to $240,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
    $190k-240k yearly Auto-Apply 6d ago
  • Junior Portfolio Manager, TPM - Associate / Assistant Vice President

    Icapital Network 3.8company rating

    Assistant vice president job at iCapital Network

    About the Role iCapital is seeking an Associate or Assistant Vice President to join the Portfolio Management team, focusing primarily on the TPG Private Markets Fund (“TPM”). This fund is a newly launched, registered fund managed by iCapital that provides access to the private equity investments of TPG, a global alternative asset manager. Responsibilities Perform due diligence on co-investment opportunities sourced from one of the most prominent private equity firms in the world. Prepare investment memos and other relevant analyses to assist in the investment underwriting process. Monitor the performance of existing investments, identifying potential risks and opportunities. Assist with portfolio construction, which spans investment strategies and geographies. Prepare reports and presentations for investors and other stakeholders. Work closely with the Product, Fund Finance, Compliance, and other teams to ensure smooth transaction, execution and portfolio management. Ensure adherence to regulatory requirements and internal policies. Qualifications Strong academic credentials and a demonstrated track record of successful work experience 2-6 years of post-undergrad investment or leveraged finance experience with an investment management firm, investment banking, or private equity/private credit firm Strong analytical and modeling capabilities with a fundamental driven approach to investing Able to work collaboratively in team environments and strong relationship-building skills Excellent communication skills with the ability to synthesize complicated analyses concisely and to articulate insightful conclusions Proficient in managing multiple projects simultaneously and meeting deadlines Able to produce high-quality work with a focus on accuracy and thoroughness Benefits The base salary range for this role is $110,000 to $165,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
    $110k-165k yearly Auto-Apply 6d ago
  • Program Manager - Associate / Assistant Vice President

    Icapital Network 3.8company rating

    Assistant vice president job at iCapital Network

    About the Role iCapital is seeking a strategic and results-driven Associate / Assistant Vice President, Program Manager to join our Product Operations team. This role will lead the planning and execution of complex, cross-functional software development initiatives that are critical to firm-wide priorities. The ideal candidate brings a strong track record of delivering enterprise-scale technology projects in financial services, with a demonstrated ability to influence stakeholders, manage risk, and drive operational excellence. Key Responsibilities Own and drive the end-to-end delivery of strategic software initiatives, ensuring alignment with business goals, timelines, and resource plans. Lead cross-functional collaboration with Product, Engineering, UX, Legal, Compliance, and Sales to ensure seamless execution and stakeholder alignment. Develop and maintain detailed project plans, including milestones, dependencies, and risk mitigation strategies. Proactively identify and resolve project risks and blockers, escalating when necessary, with clear context and recommendations. Use analytical reasoning to assess program performance, identity areas for improvement, and lead efforts to improve efficiency and effectiveness within the team. Oversee project tracking tools (Monday.com, JIRA), ensuring transparency, accountability, and timely delivery across teams. Prepare and present project status reports, dashboards and performance metrics. Facilitate decision-making forums and working sessions to align teams, resolve conflicts, and drive consensus. Qualifications 5+ years of relevant experience within program management, project management or business analysis roles Proven experience delivering complex software projects in financial services or fintech environments. Strong interpersonal and communication skills, with the ability to influence and align diverse stakeholders. Demonstrated ability to manage ambiguity, prioritize competing demands, and operate with a risk management mindset. Deep understanding of Agile methodologies and tools (JIRA, Confluence, Monday.com) Operational rigor with a focus on process improvement, workload distribution, and team enablement. Experience peer influencing projects fostering a culture of accountability and growth. PMP, SAFe, CSM, or CSP certifications are a plus. Benefits The base salary range for this role is $100,000 to $150,000 depending on level and experience. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
    $100k-150k yearly Auto-Apply 6d ago
  • Cybersecurity Project Manager - Assistant Vice President

    Icapital Network 3.8company rating

    Assistant vice president job at iCapital Network

    About the Role iCapital is looking to hire an Assistant Vice President Cybersecurity Project Manager. This individual will oversee information security initiatives within the team and across business units to improve the security posture of the firm. This role manages multiple enterprise-level projects from planning through execution, ensuring alignment with strategic goals, regulatory requirements, and stakeholder expectations. Success in this role requires exceptional attention to detail, strong time management, and the ability to translate complex technical or business processes into clear, actionable plans. Responsibilities Define scope, develop detailed plans, and drive cross-functional execution to ensure projects are delivered at the expected quality level. Coordinate decisions across business, technology, and control partners to prepare and deliver structured updates to executives, sponsors, and working groups to ensure transparency and accountability. Create and manage project charters, status reports, RAID logs, and leadership summaries that reflect current progress, risks, and dependencies. Maintain adherence to internal risk frameworks, regulatory requirements, and project management standards while ensuring documentation is audit-ready at all stages. Manage schedules, workflows, and reporting dashboards in tools such as Monday.com, Jira, Confluence, and MS 365 to support accurate tracking and visibility. Qualifications Bachelor's degree in a related field is required, master's degree is a plus 5-7 years of experience managing complex, cross-functional enterprise projects in a financial service, fintech, or technology-driven environment Highly professional and persuasive communicator who unites diverse stakeholders, drives alignment, and builds momentum to ensure projects move forward and deliver results Exceptional organizational, time management, and written and verbal communication skills Comfortable engaging with senior leaders and stakeholders Proven track record of managing multiple concurrent projects with strict deadlines, changing priorities, and cross-team dependencies Project Management Professional (PMP), Scrum Master Certified (SMC), and ITIL certifications are preferred Benefits The base salary range for this role is $120,000 to $145,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
    $120k-145k yearly Auto-Apply 6d ago
  • Studio Manager - Assistant Vice President

    Icapital Network 3.8company rating

    Assistant vice president job at iCapital Network

    About the Role iCapital is seeking a highly organized and technically skilled Studio Manager to oversee the day-to-day operations of our in-house studio. This individual thrives in a fast-paced production environment, has a deep understanding of studio equipment and media workflows, and enjoys overseeing multiple tasks, from managing gear to shooting and editing content. Responsibilities Maintain and oversee studio equipment inventory, ensuring all gear is functional, organized, and up to date. Recommend upgrades and new purchases as needed. Operate cameras, lighting, and audio equipment for both long-form and short-form studio productions. Partner with the Producer to shoot social media content which includes setting up and breaking down equipment and quickly editing and delivering assets to the Social team for same day turnaround. Collaborate with producers and creative teams to ensure a smooth execution of shoots. Provide on-set technical support and troubleshoot issues in real time. Manage media assets including ingesting, backing up, organizing, and archiving footage. Ensure proper file naming conventions and metadata tagging for efficient retrieval and editing. Perform light-to-medium editing tasks such as rough cuts, audio syncing, and basic color correction. Coordinate with external production agencies, freelance crews, and vendors to support studio shoots and special projects. Ensure third-party teams deliver final assets in an organized, timely, and technically sound manner that aligns with internal media management standards. Define and evolve studio workflows for efficiency and quality. Communicate challenges, resource needs, and timeline risks to leadership effectively. Qualifications 8+ years of experience in studio production or media operations Strong knowledge of studio equipment including cameras, lighting setups, and audio gear Proficiency in media management workflows and cloud storage platforms Excellent organizational skills and attention to detail Able to multitask and adapt to changing production needs Experience with live streaming or multi-cam setups Basic motion graphics or audio mixing skills Knowledge of financial media environment Benefits The base salary range for this role is $120,000 to $140,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
    $120k-140k yearly Auto-Apply 6d ago
  • Western Regional Director - Vice President / Senior Vice President

    Icapital Network 3.8company rating

    Assistant vice president job at iCapital Network

    About the Role iCapital is hiring a Regional Director to be a member of our West Regional Alternative Investment Sales team. This individual will be part of iCapital's Alternatives Distribution team and reports to our Western Regional Managing Director. This team is responsible for alternative investment product sales and advisor education for registered investment advisors, regional and independent broker dealers, and bank trust clientele. Responsibilities Generate alternative investment product sales. Sit with advisors and clients to promote iCapital's US Marketplace menu and become an expert on the merits of alternative investments. Travel in coverage territory to meet clients and prospects, no less than every other week, and attend industry conferences and events as required. Leverage a consultative sales process to meet client needs and cross-sell adjacent capabilities. Remain well-versed on our 60+ offering menu of private credit, private equity, real estate, and hedge funds. Lead and manage new manager roll-out process in market through targeted meetings, calls and roadshows to support team capital raising efforts. Work in close partnership with asset management partners to raise capital for joint capital raising efforts. Lead efforts on mandatory CRM usage and sales pipeline maintenance. Qualifications 10+ years of experience working within the alternative investment industry in a client facing capacity (e.g. external wholesaler, capital raising specialist, client portfolio manager, product specialist) Demonstrated ability to work in a fast-paced entrepreneurial environment and follow a rigorous sales process Able to sell and provide support for a diverse platform of hedge fund, private equity, private credit, and real estate offerings Series 7 and 63 licenses are required to receive commissions Must obtain CAIA within 3 years of hire Benefits The base salary range for this role is $150,000 to $175,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and a commission based bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). Employees in this role will work fully remote. We are looking for this role to be based in the San Francisco Bay Area. For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
    $150k-175k yearly Auto-Apply 6d ago
  • Analytics and Strategic Initiatives - Vice President

    Icapital Network 3.8company rating

    Assistant vice president job at iCapital Network

    About the Role iCapital is seeking a Vice President to lead the New Activities Planning and Strategy team that provides operational and strategic support to iCapital's growth initiatives. This role will be a trusted partner across all areas of the business driving strategic planning, operational readiness, and organizational effectiveness for new business efforts and initiatives. The ideal candidate has proven leadership strength, deep cross-functional project management experience, and a demonstrated ability to develop relationships and influence in a fast-paced environment. Responsibilities Conduct strategic analysis of new business opportunities, including market sizing, competitive benchmarking, and operational impact. Translate new business objectives into actionable initiatives with clear requirements, milestones, ownership, and success metrics. Provide oversight and governance for new business initiatives across the firm, ensuring timely execution and measurable outcomes. Develop a monitoring and reporting framework to track progress and performance of new business efforts. Serve as a central coordination point for cross-functional work streams, ensuring consistency in approaches and documentations across the firm. Manage the New Activities Committee's operations including agenda setting, minute keeping, and review pipeline prioritization. Champion a culture of excellence, collaboration, and continuous improvement while leading and managing a world class team. Partner with the Business Management, Firmwide Analytics, Strategic Finance, and Corporate Development teams, ensuring new business activities align to iCapital's strategic business direction. Qualifications 10+ years of experience in consulting, business management, internal strategy, or Chief of Staff-type roles within the financial services industry Proven track record of leading cross-functional initiatives and driving organizational change Deep understanding of operational risk, control frameworks, and regulatory environments Strong strategic thinking and analytical capabilities Knowledge of operational risk, control frameworks, and regulatory environments Exceptional communication, stakeholder management, and influencing skills Proven track record of using data to drive business decisions Experience managing a high-performing team and providing career development feedback Benefits The base salary range for this role is $140,000 to $190,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office four days, with the flexibility to work remotely one day. Every department has different needs, and some positions will be designated in-office jobs, based on their function. For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
    $140k-190k yearly Auto-Apply 6d ago
  • Private Markets, Due Diligence - Vice President

    Icapital Network 3.8company rating

    Assistant vice president job at iCapital Network

    About the Role iCapital is looking for a candidate to join its growing Research and Education team. The role will focus on conducting due diligence on Private Capital funds and author thorough due diligence reports that are offered to our clients. This individual should have strong knowledge of industry trends in private equity, private credit, and/or real estate and real assets. Responsibilities Lead investment and operational due diligence on private capital managers identified for inclusion on iCapital's platform. Prepare clear and comprehensive due diligence reports on managers, including qualitative and quantitative factors. Help lead internal processes for conducting due diligence and overseeing the quality and consistency of due diligence reports. Play an active role in the management of the due diligence projects pipeline. Keep abreast of investment opportunities and be able to successfully communicate information to the investment team. Source new managers, perform initial screening, and identify managers for further consideration. Maintain a pipeline of investment ideas that are in market or coming to market over a 12-month period and lead the effort in creating market maps for each major strategy. Prepare marketing and education materials on various products and strategies for clients of the company. Present investment merits of current products in the market as well as current trends in the private capital investing to clients. Qualifications 10+ years of total experience in financial services; with 5-7 years of experience conducting due diligence on private capital managers, preferably for a top-tier investment consultant, large institutional LP (pension fund/endowment), or fund of funds Prior experience focusing on fund manager evaluations Demonstrated qualitative and quantitative analytical skills Strong written communication skills and able to present in front of senior professionals in the industry Able to work independently Benefits The base salary range for this role is $165,000 to $190,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. We offer most employees the flexibility to work in the office three or four days. Every department has different needs, and some positions will be designated in-office jobs, based on their function. For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
    $165k-190k yearly Auto-Apply 6d ago

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